Portfolio

Advisors need a global outlook to best serve their clients. International travel can help achieve such a vision meaningfully.

Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds.

Supporters of a broader and more rigorously enforced fiduciary standard are rallying behind a set of best practices they would like to see advisors and brokers incorporate into their practices.

Social Security and unpaid student loans, what the feds won't tell you; Medicare is pricier in unhealthy states; How the financial crisis put up more barriers to a secure retirement

While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches.

Israel and Gaza. Russia and the Ukraine. When does smart money bet on the conflicts subsiding?

As more companies offer ‘financial wellness’ benefits to employees, planners have a chance to build new relationships.

Nicholas Schorsch boasts of new RCS platform's offerings and advisor payoff, but user interface offers glitches, confusion.

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

A Simple Way to Shrink Taxes; A trust protects a doctor’s office project; Investors should address aggressive corporate tax planning.